Advisor at Centaurus Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Centaurus Financial, Inc.
Location
Anaheim, CA 92806
Credentials
Series 66
Industry experience
4 years
Osvaldo Cisneros is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked at Pruco Securities LLC and has experience in other fields including legal services and education. Outside of his advisory work, Cisneros owns an online blog and podcast focused on public discourse and also engages in Medicare insurance sales. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutional clients. The firm offers financial planning, investment management, and access to third-party managers, operating with a mix of fundamental and technical analysis and managing both discretionary and non-discretionary accounts.
Based on Centaurus Financial, Inc.
Based on Centaurus Financial, Inc.
$0+: up to 2.25% annually (maximum advisory fee) $25,000+: up to 1.50% annually for Advisory Annuity and Variable Life Management programs $25,000+: 1.35% annually for Adviser-Directed program
Commission may be received on sales of annuities, variable life policies, and alternative investments purchased through affiliated Broker-Dealer; advisory fees waived for 12 months following purchase if commission received
Financial planning and consulting services fees are negotiable and may be charged on an hourly basis, specific rates not stated
Account minimum: $25,000 Fee-only: Negotiable fees, generally asset-based, ranging up to 2.25% annually for most advisory programs; financial planning fees negotiable based on services provided; TPMM advisory fees range from 1.00% to 3.00%
2300 E. Katella Avenue, Suite #200
Anaheim, CA 92806
California · New York · Texas
Centaurus Financial, Inc
2021 - Present (5 years)
Pruco Securities LLC
2021 - 2021 (1 year)
Centaurus Financial, Inc.
2020 - 2021 (1 year)
University of California, Irvine
2018 - 2021 (3 years)
Toucan Enterprises
2018 - 2018 (1 year)
Morgan Lewis & Bockius LLP
2017 - 2017 (1 year)
Segerstrom High School
2014 - 2018 (4 years)
OCG Auto Detail
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.
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